Financial Gravity Companies’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$866K Buy
+12,112
New +$888K 0.14% 81
2025
Q2
$756K Buy
+12,120
New +$746K 0.15% 83
2024
Q4
$74K Hold
1,359
0.02% 239
2024
Q3
$84.7K Buy
+1,359
New +$80.6K 0.02% 148
2018
Q4
$5K Buy
+64
New +$4.17K ﹤0.01% 729

Other funds holding WPC

Financial Gravity Companies's WPC Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in W.P. Carey (WPC) in Q2 2026: 12,112 shares worth $866K. The stake represents 0.14% of the portfolio and ranks #81 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WPC as recently as Q2 2025.

Financial Gravity Companies first reported a position in WPC in Q4 2018 and has held it in 5 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Financial Gravity Companies held 12,112 shares of W.P. Carey worth $866K as of Q2 2026.
  • W.P. Carey was a new Financial Gravity Companies position in Q2 2026.
  • W.P. Carey made up 0.14% of Financial Gravity Companies's portfolio in Q2 2026, its #81 holding.
  • Financial Gravity Companies first reported a position in W.P. Carey in Q4 2018 and has held it in 5 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.